Orion Portfolio Solutions’s Apollo Global Management APO Stock Holding History

Orion Portfolio Solutions’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.75M	Sell	12,789 -487	-4%	-$74.9K	0.02%	778
2024 Q4	$2.19M	Buy	13,276 +485	+4%	+$76.8K	0.02%	648
2024 Q3	$1.6M	Buy	12,791 +388	+3%	+$44.8K	0.02%	808
2024 Q2	$1.46M	Buy	12,403 +217	+2%	+$24.6K	0.02%	795
2024 Q1	$1.37M	Buy	12,186 +4,111	+51%	+$434K	0.01%	843
2023 Q4	$778K	Buy	8,075 +5,438	+206%	+$480K	0.01%	1048
2023 Q3	$237K	Buy	2,637 +26	+1%	+$2.19K	﹤0.01%	1485
2023 Q2	$201K	Buy	+2,611	New	+$175K	﹤0.01%	1558

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's APO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Apollo Global Management (APO) stake by 3.7% in Q1 2025, selling an estimated $74.9K and leaving 12,789 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #778.

Orion Portfolio Solutions first reported a position in APO in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2024. 1,096 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Orion Portfolio Solutions held 12,789 shares of Apollo Global Management worth $1.75M as of Q1 2025.
Orion Portfolio Solutions sold 487 Apollo Global Management shares in Q1 2025, an estimated $74.9K.
Apollo Global Management made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #778 holding.
Orion Portfolio Solutions first reported a position in Apollo Global Management in Q2 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's Apollo Global Management position peaked at $2.19M in Q4 2024.
1,096 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.